Summary
Business+Connect a Xero organisation to sync financial KPIs such as revenue, expenses, cash position, and other accounting metrics exposed as data points. Requires [Business+] and Xero user access to the target organisation.
Who this is for
Workspace members using Xero with Elevale integrations and connected KPIs.
At a glance
Connection type: OAuth 2.0
Status: Available
Plan: Business+
Automation and assistant access (no KPI data points).
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect Xero.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Xero connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases